GuoLine Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95,500
| Closed | -$33M | – | 22 |
|
|
2025
Q1 | $33M | Sell |
95,500
-19,900
| -17% | -$6.87M | 3.49% | 14 |
|
|
2024
Q4 | $32.8M | Hold |
115,400
| – | – | 3.38% | 14 |
|
|
2024
Q3 | $32.5M | Sell |
115,400
-44,200
| -28% | -$12.4M | 3.31% | 18 |
|
|
2024
Q2 | $41.4M | Hold |
159,600
| – | – | 4.42% | 8 |
|
|
2024
Q1 | $39.9M | Hold |
159,600
| – | – | 4.86% | 9 |
|
|
2023
Q4 | $35.9M | Buy |
159,600
+50,200
| +46% | +$11.3M | 5.68% | 9 |
|
|
2023
Q3 | $24.9M | Hold |
109,400
| – | – | 4.92% | 10 |
|
|
2023
Q2 | $24M | Buy |
+109,400
| New | +$24M | 4.73% | 11 |
|